-
Creating Marketing Catalogue, Datasheets
Hi everyone, I'm looking for solutions to extract product information from Pipedrive and integrate it into a template to create a customer-friendly price list or catalogue of all our products and services. My current idea involves using InDesign to build the template and exporting the data to CSV for merging. However, I'm…
-
Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
-
Omnichannel Inbox for WhatsApp, IG & Facebook
Just saw the Facebook integration and it’s great but I honestly don’t understand why Pipedrive doesn’t offer the same for WhatsApp. No CRM has all these channels in one place yet. This could really set Pipedrive apart and make things so much smoother for sales teams. Even as a paid add-on, I think a lot of us would go for…
-
Native side bar plugin for Outlook
Highly missing the native side bar plugin for Outlook with some details of contact within Pipedrive like in E-way CRM, HubSpot, CASS … to switch from Outlook to the CRM app.
-
Unable to verify email for campaigns
Our company is setting up a Pipedrive account and would like to start sending email campaigns. We have a company domain which has been verified in our general settings - not freemail. When I add that domain as a sender for email campaigns (I guess sender in general) I receive a warning that my domain is DMARC authenticated…
-
Aircall Integration - request for summary
Within Aircall you are able to see the summary, to do list and transcript of the call. I think it would be helpful as a sales representative to see the summary and to do list in the note of the call. Then if i need to refer back to the actual call then I would press the link to the call recording.
-
Google Voice Integration
Has anyone been able to set up a Google Voice VOIP number to work with Pipedrive calling function on? I have been trying since June 2019,, and all I get since then is; Sierra • 6m agoI do apologize for any frustration this has caused, and I do apologize that we do not currently have a native integration with Google VoiceI…
-
Pandadoc Disappear?
Anyone else notice that the marketplace app for Pandadoc is gone this morning and not appearing in Deals either?
-
Visualizing ERP data within Pipedrive for sales people
Is there a way to have ERP data such as order lines and stock levels across respectively the companies and product database since sales people are not supposed to have (costly) access to the ERP system (and safety). We can export order lines per customer and stock levels periodically and have them uploaded. Can the upload…
-
Spark mail app integration
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
-
Pipedrive Email Inbox - Blank/empty meeting replies
Hi, I'm trying to force myself to use integrated Pipedrive email client, but there are a lot of things which make it very difficult. One small example is that when I sent out an invite for a meeting, replies [ Accepted/Declined/Tentative] in Pipedrive do not show the attendance [ Accepted/Declined/Tentative ], compared to…
-
Assistance Needed with JotForm to Pipedrive Phone Number Integration - Australia number
Hi, I've set up an integration from JotForm to Pipedrive, and I'm encountering an issue with how Australian 10-digit mobile numbers are being handled. Initially, the phone number field in Pipedrive was set to "Phone" format, but this wasn't pulling any data from JotForm—the field was left blank in pipedrive, although…
-
Google Chat Integration for Pipedrive
Hi everyone, we're currently working on a Google Chat integration for Pipedrive, we would be thrilled to collect your feedback so we can build a tool that really fit your needs. Find below a link to my calendar so you can directly book a quick feedback interview with me: P.S : We're not looking to sell anything at the…
-
Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
-
New time-window filters for any date field (RouterJet update)
Hey everyone! 👋 Kenton here from RouterJet. We’ve just shipped a “Date → is within the last …” condition that you can plug into any RouterJet rule. Set the number of hours or days you need and the rule will only touch records inside that window. Why it’s handy Fresh-lead routing – send deals created in the last 24 h…
-
Pipedrive to xero
Create a invoice from xero to pipedrive. Any good app to install?
-
Anyone using Klaviyo + Pipedrive for hybrid sales funnels?
After we added Klaviyo integration some time ago, we’ve been hearing from more and more Pipedrive users who are selling both via sales reps and online (e.g. wholesale orders, reorders, etc.). We just rolled out a way to sync Klaviyo ecommerce events (Viewed Product, Checkout Started, Subscribed to Back in Stock) to…
-
Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
-
Xero app in Pipedrive
I'm using the Xero app in Pipedrive, but I’m not sure how it's actually create invoice?
-
Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
-
Pipedrive push notifications don't work with Zapier
We have been using Zapier with Pipedrive to create Deals, Persons, etc. But the push notifications to the app just don't work… I'm sure the issue is because the even is created from Zapier instead from the Pipedrive app. Any suggestion for this? We don't use Slack
-
Is there any plan about Google AI integration?
Hi team, We are Pipedrive’s partner in Taiwan and have also been a Google Cloud partner for over 10 years. Our core service is helping Google users make the most of cloud tools. Among the CRM options that integrate well with Google, Pipedrive has always been our top recommendation. Recently, some of our clients have…
-
Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
-
Sales Force lead integration
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
-
XERO native integration
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CRM in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
-
Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
-
Labels in Pipedrive and Sheet integration by Zapier
Hey guys, hope you're all doing well! I'm having a bit of trouble integrating Pipedrive's deals list with Sheets using Zapier. The trigger event is "Deal Matching Filter," and the action event is "Create Multiple Spreadsheet Rows" (one for each of the deal's products). The issue is that Zapier isn't pulling the products…
-
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
-
Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
-
Aircall - Pipedrive: Aircall leads automatically assigned to users who answer the calls
Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…